Retirement Processor

Basic Function

To ensure the timely processing of retirement paperwork for Investment Advisor Representatives and Registered Representatives. Address and solve any potential issues with paperwork prior to processing with vendors. Assist with customer service needs and other administrative duties.

Duties And Responsibilities

• Process incoming retirement paperwork for advisors who are not assigned to an Advisor Assistant.
• Work with vendors and universities to process retirement elections and changes timely.
• Maintain vendor and/or broker-dealer forms and packets for advisor and office use.
• Prepare contribution reports and distribute to advisors.
• Process Agency and Advisor licensing & contracting and maintain records.
• Aid with compliance questions via broker dealer, and maintain records.
• Prepare TSA reports for broker-dealer.
• Comply with all federal, state and insurance regulations as relates to the position.
• Handle customer service needs as they arise.
• Back-up coverage for front desk as-needed.
• Perform other duties as assigned.

Qualifications

• 3-5 years customer service experience required.
• High school diploma required, BA or BS preferred.
• Proficient in Microsoft Office Suite.
• Excellent written and verbal communication skills.
• Ability to adhere to strict confidentiality agreement.
• Ideal Candidate Will Also Be detail-oriented and a problem-solver.
• A desire to provide invaluable back-office support to a busy and growing sales force.

Physical/Other Requirements

• May sit at workstation for extended periods of time.
• May view computer screen for extended periods of time.
• Periods of fast pace are normal particularly when working to meet deadlines.

Benefits

Lincoln Investment is an equal opportunity employer. Lincoln Investment prohibits discrimination and harassment of any type and affords equal employment opportunities to employees and applicants without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law. Lincoln Investment conforms to the spirit as well as to the letter of all applicable laws and regulations.